Sage 100

Over the years our Miscellaneous Item Code list has grown into a mess. We recently identified 400+ Item Codes that can be deleted. Is there any way to mass delete Miscellaneous Item Codes with no history, and Mass Merge Item Codes that do have history…

I have updated some of the descriptions for our Sub Accounts. However, the change has not carried through to our accounts already created; it only works for new accounts. Are there any options to update all existing accounts with the new description short…

Is there a way to set up a price increase for customers to take effect on a certain day? I feel like I'm missing a really simple answer but google and YT have failed me, or I'm not asking it correctly. Thanks!

Client is attempting to connect to Bank Feeds for the first time. Of course it's not going well. Apparently got past the first screen, now he's getting TRY AGAIN LATER. Your computer or network may be sending automated queries. To protect our users…

We have a very large amount of old vendors in Accounts Payable. I am trying to decide whether to delete or inactivate them. What are the pros and cons of each? I really want to delete them, but I am afraid I will regret it later. Any advice is greatly…

We have one salesperson who will receive a commission based on the % mark up they get per order. Ex. if the order is marked up 40% they get 10% commission, if the order is marked up 30% he gets 5% commission. Is this possible to set up? All I see…

We were previously on Sage 100 2018 Advanced and just upgraded to Sage 100 2020. In the previous version, users were able to put a PDF on a network share that is mapped locally on their machine to a drive letter. Then they would navigate to that file…

Looking for a way to make miscellaneous item codes inactive. (These are the codes in A/R, Set-up) I can see in the lookup they are active (set to "N"), however cannot see how to make them inactive when they are no longer valid or should be used.

We just upgraded from Sage 100 2018 to Sage 100 2020. Our accounting department adds scanned PDF's to the Memo Attachment screen to save them for future lookups. On Sage 100 2018 when they clicked the icon to find the file to attach, it would automatically…

Visual Process Flows is no longer working for ANY user (nor for my consultant). I believe it's due to Adobe Flash End of Life (EOL) and it's now being blocked effective 1/12/2021. Has Sage proposed any resolution? Or does anyone else have any? While…

I have read about the utility to move 1099-MISC data to the 1099-NEC boxes. I have a few questions. 1. Can the utility be processed at any time? 2. Is it best to run the utility at year-end, after 2020 entries and before 2021? 3. If the utility…

Sage 100c - Ver 2020 AR Role is able to change the status of a Customer to Inactive. However, AR Role is unable to access the "Inactive Reason" this feature is greyed out. (The feature is available to Admin) So far, I have been unable to locate…

Sage 100cloud Standard 2020 Ver. 6.20.0.1 (Zip Code in question 95037-Morgan Hill, Ca) When I attempt to change the zip code for a customer in the A/R Customer Maintenance module, I receive a message: Is this a new Zip Code? When I select No…

Sage 100 version 2020 and 2020.1 Help files linking to wrong articles, how to fix this? SO Options help button "About this Window" opened AP Options instead. SO options links to an article on GL Exchange. Automatic Cost/Price Update help goes to…

We have set up the system to generate ACH Electronic Payments. I set it up with the CCD format. I have started receiving the vendors information and there are a couple of vendors who would like the file in a CTX format. Can I use 2 different file formats…

If you’ve already recorded nonemployee compensation for tax year 2020 in 1099-MISC form Box 7, a utility is available to move the totals to 1099-NEC form Box 1. For more information see AP_Update1099s_utl.pdf in the ..\mas90\utility folder on the Sage…

How do I change the Check Print Set Up in SAGE 100? It is currently set for Check, Stub. I need to Change to Stub, Check, Stub and retain that setting for the future. Currently have to change it every time check is prepared. Thanks - DJS

Is there a way to view invoices in Customer Inquiry for the Sold To Customer when National Accounts is Enabled? Currently, I can only view the invoices in the Bill To Customer. When someone is inquiring on an Invoice on a Sold To Customer there does…

Setup a positive pay export for a client. The bank came back saying that no lines in file can have a negative symbol (-) in front of the amounts, however Sage drops the reversals into the file as negative numbers. Any way around this in the configuration…

I have a single user in our system that no longer works with us. I go into User Maintenance and Click the check box to Lock the account and the date in the upper right fills in with today's date for account expiration. I click accept. Then as soon as…

We are using Sage 100 v2018 and the standard Sage POSPAY and ACH programs. I'm not sure how to keep them separate unless I create a second bank code pointing to the same g/l account. I appreciate any input. Best, Kelly

We recently combined 2 separate companies into 1 company with multiple divisions. We have vendors numbered the same in both divisions. We want to write 1 check to pay bills of a single vendor in both divisions. It appears that the AP-1016 Extended…

3 company codes all added a new bank code B. Defaults were setup in AP and AR. In one of the companies bank code B will not default, nor will it let you type or use the lookup to change from the old default of A in check and electronic payment processing…

What is the best way to set up permissions so once a period is locked, only specific people can re-open? I've been told I have to restrict access (or modify) to Set up Options. So I'd have to restrict/ modify Set up Options for GL, AP, and AR. Is this…

When setting up a new Vendor & selecting NEC from the "Default Form" dropdown - am I selecting the "7" I would have used previously with the old 1099-MISC or am I selecting "1" since 7 does not appear on the 1099 History tab? Also, when setting up a…